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Company Main View
Name:
Fortis Group Advisors LLC
City:
WESTWOOD
State:
NJ
Zip:
07675
Achive data
View Filing Period:
Current Quarter
2023-12-31
2023-09-30
2023-06-30
2023-03-31
2020-09-30
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$543,038,000
Total Value Change :
$139,103,000
Securities Held Change :
60
All Securities Held :
513
New Positions
:
Closed Positions
:
Increased Positions
:
Unchanged Positions
:
Decreased Positions
:
Download
Free Registration Required For Full Results
Holdings Found :
3
View All Holdings
Currently Viewing:
Unchanged Positions
Page 1 of 1
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Ticker
Company Name
Position
Rank
New/Closed
Postion
Last
Close
Value
Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
% of Company
Industry
DTE
DTE Energy Co
-
$114.73
$350,000
3,119
%
8,000
0
0
N/A
CL
Colgate Palmolive Co
-
$93.47
$258,000
2,861
%
43,000
0
0
N/A
ES
Eversource Energy
-
$61.04
$233,000
3,891
%
-72,000
0
0
N/A
3
Records Found
1
Page 1 of 1
Download:
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